Average annual returns
Through 20251 year
11.03%
3 year
16.85%
5 year
13.61%
10 year
10.02%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
75 months through March 31, 2026Volatility (ann.)
16.12%
Sharpe
1.08
Sortino
2.12
Max drawdown
-40.26%
Best month
15.87%
Worst month
-27.96%
Beta vs VTSAX
0.89
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.